Betterment
AI_NATIVE detailed information: This accession holds the following tickers:[ null, "VCEB", "VSGX", null, null, "AAXJ", "RF", null, "FNDF", "FNDA", null, "ABT", "ABBV", null, null, null, null, "VONG", null, "GOOGL", "PXF", "VDE", "AXP", null, null, "SCHH", null, null, null, null, null, "AVDE", "AVGO", null, null, "AVEM", null, null, null, null, null, null, null, null, null, null, null, null, null, "DBEF", null, null, "CMI", null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, "BITB", "HD", "ETHW", null, null, null, null, null, null, null, null, null, null, null, "INTU", null, null, null, null, null, null, null, null, null, null, null, null, null, "EMXC", null, "GSIE", null, null, "MUB", "META", null, null, null, null, null, null, null, null, null, "IVW", null, "IJH", null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, "BBUS", null, null, null, null, null, "IWS", null, null, null, null, null, null, null, null, null, null, "MA", null, null, "MSFT", null, "GE", null, null, null, null, "ORLY", "IJR", "EFG", "IWD", null, null, "VGIT", null, null, null, null, null, "VHT", null, null, null, null, null, "EEM", null, "IWF", null, null, "VGSH", "PGR", "IEMG", "IJK", null, "IVV", null, null, null, "AAPL", "SPY", null, null, "NVDA", "GS", null, null, "LMT", "PG", null, null, null, null, null, null, null, "FNDX", null, null, null, null, null, null, null, "IEFA", null, null, null, "SCHX", null, null, "ROST", "SPDW", "GLD", null, null, null, null, null, "SPYG", null, null, null, null, null, "SPLG", null, null, "TXN", "TJX", "BIV", "VNQ", "VO", "VXF", "VV", "VOE", "IVOO", null, null, null, "VWO", "VSS", "SIVR", null, null, "IWV", null, null, null, null, null, null, null, "VCIT", null, null, null, null, null, null, null, "VIG", null, null, null, null, null, "IWO", null, "IWN", "IEF", null, null, null, null, "VYM", "MGC", null, null, null, "ACGL", null, "IWP", "IWR", null, null, "GSLC", "SGOL", null, null, null, null, null, null, "VIGI", "AMZN", "SCHB", null, null, null, null, "IVE", null, null, null, null, "ESGD", null, null, null, null, null, null, null, null, "VEU", "VGT", "ESGV", "VUG", "VEA", null, "VNQI", "BLV", "VYMI", null, "MGK", null, "VOOV", null, "VXUS", "VOOG", null, "VGLT", "VTWO", null, "VBK", "BNDX", null, "MGV", "VTEB", "BND", "VBR", "VOT", "BSV", "VT", "VB", "VOO", "VUSB", "VTV", "V", null, "WMT", null, null, null, null, null, null, null, null, null, null, null, "IUSG", null, null, null, null, null, null, "SCHD", null, "SCHG", null, null, "SCHF", "SCHA", null, null, null, null, null, null, null, null, null, "IXUS", "MTUM", null, null, null, null, null, "DGRO", null, null, "SPYV", null, null, null, "ESGU", null, null, null, "AZO", "BRK-B", null, null, "CSCO", "CMCSA", "COST", null, null, null, null, "DFAX", "DFAC", "RSP", "EWJ", null, "IJT", "IJJ", "EFA", "IWB", "QQQ", null, "IWM", "MDY", "DIS", "GOOG", "XOM", "JNJ", "NFLX", null, null, null, null, "XLK", "ITOT", "VTI", "JPM", "QUAL" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-15
- Total Holdings
- 458
- Total Value
- 42152584
- Accession Number
- 0001633901-25-000006
- Form Type
- 13F-HR
- CIK
- betterment
- Manager Name
- Betterment
Data Enrichment
34% identified156 identified302 unidentified
Holdings
458 positions • $42.2M total value
Manager:
Search and click to pin securities to the top
Page 21 of 23
14020G101
Shares:8.9K
Value:$304.0K
% of Portfolio:0.7% ($304.0K/$42.2M)
33939L407
Shares:7.8K
Value:$303.0K
% of Portfolio:0.7% ($303.0K/$42.2M)
46429B663
Shares:2.5K
Value:$301.0K
% of Portfolio:0.7% ($301.0K/$42.2M)
33739Q200
Shares:6.0K
Value:$295.0K
% of Portfolio:0.7% ($295.0K/$42.2M)
00214Q104
Shares:6.2K
Value:$294.0K
% of Portfolio:0.7% ($294.0K/$42.2M)
88636J105
Shares:17.2K
Value:$292.0K
% of Portfolio:0.7% ($292.0K/$42.2M)
33733E823
Shares:9.6K
Value:$285.0K
% of Portfolio:0.7% ($285.0K/$42.2M)
81369Y704
Shares:2.2K
Value:$284.0K
% of Portfolio:0.7% ($284.0K/$42.2M)
33738D408
Shares:6.9K
Value:$282.0K
% of Portfolio:0.7% ($282.0K/$42.2M)
26923N108
Shares:6.5K
Value:$280.0K
% of Portfolio:0.7% ($280.0K/$42.2M)
38149W622
Shares:6.0K
Value:$279.0K
% of Portfolio:0.7% ($279.0K/$42.2M)
92647N527
Shares:5.8K
Value:$273.0K
% of Portfolio:0.6% ($273.0K/$42.2M)
46434V647
Shares:11.0K
Value:$268.0K
% of Portfolio:0.6% ($268.0K/$42.2M)
74348A467
Shares:2.6K
Value:$267.0K
% of Portfolio:0.6% ($267.0K/$42.2M)
78464A656
Shares:10.0K
Value:$263.0K
% of Portfolio:0.6% ($263.0K/$42.2M)
45782C797
Shares:6.7K
Value:$261.0K
% of Portfolio:0.6% ($261.0K/$42.2M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip14020G101)✕ | 8.9K | QoQ +4.76% (-403)YoY +3.90% (+333) | All Managers (Combined) | $304.0K | 0.7% ($304.0K/$42.2M) | QoQ -3.18% (-$0)YoY +11.35% (+$0) |
(cusip33939L407)✕ | 7.8K | QoQ +7.82% (+566)YoY NEW(+7.8K) | All Managers (Combined) | $303.0K | 0.7% ($303.0K/$42.2M) | QoQ +15.20% (+$0)YoY NEW(+$0) |
(cusip46429B663)✕ | 2.5K | QoQ -1.38% (-35)YoY NEW(+2.5K) | All Managers (Combined) | $301.0K | 0.7% ($301.0K/$42.2M) | QoQ +6.36% (-$0)YoY NEW(+$0) |
(cusip33739Q200)✕ | 6.0K | YoY NEW(+6.0K) | All Managers (Combined) | $295.0K | 0.7% ($295.0K/$42.2M) | QoQ +19.43% (+$0)YoY NEW(+$0) |
(cusip00214Q104)✕ | 6.2K | All Managers (Combined) | $294.0K | 0.7% ($294.0K/$42.2M) | QoQ -21.80% (-$0)YoY -35.80% (-$0) | |
(cusip88636J105)✕ | 17.2K | QoQ +0.23% (+41)YoY NEW(+17.2K) | All Managers (Combined) | $292.0K | 0.7% ($292.0K/$42.2M) | QoQ +1.38% (+$0)YoY NEW(+$0) |
(cusip33733E823)✕ | 9.6K | QoQ NEW(+9.6K) YoY NEW(+9.6K) | All Managers (Combined) | $285.0K | 0.7% ($285.0K/$42.2M) | QoQ NEW(+$0) YoY NEW(+$0) |
(cusip81369Y704)✕ | 2.2K | QoQ -1.63% (-36)YoY +6.79% (+138) | All Managers (Combined) | $284.0K | 0.7% ($284.0K/$42.2M) | QoQ -2.40% (-$0)YoY +10.93% (+$0) |
(cusip33738D408)✕ | 6.9K | YoY NEW(+6.9K) | All Managers (Combined) | $282.0K | 0.7% ($282.0K/$42.2M) | QoQ +33.01% (+$0)YoY NEW(+$0) |
(cusip26923N108)✕ | 6.5K | QoQ -3.39% (-230)YoY NEW(+6.5K) | All Managers (Combined) | $280.0K | 0.7% ($280.0K/$42.2M) | QoQ -5.40% (-$0)YoY NEW(+$0) |
(cusip38149W622)✕ | 6.0K | QoQ +2.80% (-163)YoY NEW(+6.0K) | All Managers (Combined) | $279.0K | 0.7% ($279.0K/$42.2M) | QoQ -3.12% (-$0)YoY NEW(+$0) |
(cusip92647N527)✕ | 5.8K | YoY NEW(+5.8K) | All Managers (Combined) | $273.0K | 0.6% ($273.0K/$42.2M) | QoQ -11.07% (-$0)YoY NEW(+$0) |
| 961 | QoQ -0.20% (-2)YoY NEW(+961) | All Managers (Combined) | $272.0K | 0.6% ($272.0K/$42.2M) | QoQ +17.74% (-$0)YoY NEW(+$0) | |
(cusip46434V647)✕ | 11.0K | QoQ +5.26% (+552)YoY NEW(+11.0K) | All Managers (Combined) | $268.0K | 0.6% ($268.0K/$42.2M) | QoQ +6.77% (+$0)YoY NEW(+$0) |
(cusip74348A467)✕ | 2.6K | YoY NEW(+2.6K) | All Managers (Combined) | $267.0K | 0.6% ($267.0K/$42.2M) | QoQ -26.64% (-$0)YoY NEW(+$0) |
| 1.6K | QoQ NEW(+1.6K) YoY NEW(+1.6K) | All Managers (Combined) | $265.0K | 0.6% ($265.0K/$42.2M) | QoQ NEW(+$0) YoY NEW(+$0) | |
(cusip78464A656)✕ | 10.0K | QoQ NEW(+10.0K) YoY NEW(+10.0K) | All Managers (Combined) | $263.0K | 0.6% ($263.0K/$42.2M) | QoQ NEW(+$0) YoY NEW(+$0) |
COMCAST CORP(CMCSAcusip20030N101) | 7.1K | All Managers (Combined) | $262.0K | 0.6% ($262.0K/$42.2M) | QoQ -4.72% (-$0)YoY -53.79% (-$0) | |
(cusip45782C797)✕ | 6.7K | All Managers (Combined) | $261.0K | 0.6% ($261.0K/$42.2M) | QoQ -11.22% (-$0)YoY -35.23% (-$0) | |
| 11.9K | QoQ NEW(+11.9K) YoY NEW(+11.9K) | All Managers (Combined) | $259.0K | 0.6% ($259.0K/$42.2M) | QoQ NEW(+$0) YoY NEW(+$0) |